Administrative / Client Services Assistant

Administrative / Client Services Assistant
Financial Services | Full-Time | Onsite

Clifton Park, NY or Poughkeepsie, NY area.
$18-20/hr, plus benefits and bonus potential.

About the Opportunity
A well-established financial services firm is seeking a personable, dependable, and professional Administrative / Client Services Assistant to join its team. This is an excellent entry-level opportunity for someone who enjoys working with people, is highly organized, and is eager to learn and grow within a professional financial services environment.

Prior financial services or accounting experience is not required. Training will be provided. Our client is looking for the right person and personality first; technical and financial skills can be learned.

The Ideal Candidate:
The most important qualities for this position are personality, professionalism, dependability, and excellent people skills.

The ideal candidate is:

• Responsible, reliable, and dependable
• Outgoing, friendly, and approachable
• Professional and polished in appearance and communication
• Comfortable interacting with clients and visitors in a professional office setting
• An excellent communicator with strong interpersonal skills
• Organized and attentive to detail
• Able to follow through consistently on assignments and responsibilities
• Positive, enthusiastic, and willing to learn
• Comfortable taking initiative while also following established procedures
• Someone who takes pride in being a dependable member of a team

Key Responsibilities
Responsibilities will include a variety of administrative, clerical, and client-service functions, such as:

• Greeting and assisting clients and visitors in a professional and welcoming manner
• Answering phones and responding to routine inquiries
• Providing administrative and clerical support to the office and team
• Managing correspondence, documents, files, and other office materials
• Assisting with scheduling and coordinating appointments
• Maintaining an organized and professional office environment
• Entering and maintaining information accurately
• Following up on administrative tasks and ensuring items are completed on time
• Assisting with client-related administrative needs
• Learning the firm's systems, processes, and financial-services terminology
• Taking on additional responsibilities as knowledge and experience develop

Qualifications
Required:

• Strong communication and interpersonal skills
• Excellent customer-service and people skills
• Professional demeanor and presentation
• Strong organizational and follow-through skills
• Dependable and responsible work ethic
• Positive attitude and willingness to learn
• Ability to work effectively in a fully onsite professional office environment

Preferred, but not required:

• Prior administrative, clerical, customer service, or office experience
• Accounting or bookkeeping knowledge
• Experience in financial services
• Familiarity with office technology and computer systems

No college degree is required.

Training & Growth
This is an entry-level-friendly position, and the company is willing to train the right candidate. You do not need to arrive with extensive financial or technical knowledge.
The opportunity offers room for professional growth and increasing responsibility as you learn the business and demonstrate your capabilities. Strong performance and a commitment to the team are recognized and rewarded.

Employees who perform well and contribute positively to the team can expect opportunities for additional recognition and bonus compensation.

Schedule & Work Environment

• Full-time
• Monday–Friday, 9:00 AM–5:00 PM
• 100% onsite — this is not a work-from-home position
• Professional financial services office environment
• Ideal start date: Approximately November 1, 2026.

To see a full listing of all our open positions, please visit:
https://www.redshiftrecruiting.com/jobs-hiring-near-me
 
redShift Recruiting is the region's premier recruiting agency with over 100 years of combined experience in the recruiting field. We specialize in permanent, temporary, and temp-to-hire positions. Our superior service combined with our highly qualified and carefully selected bank of candidates sets us apart.